What is The Wise Agent?

The Wise Agent is a cloud-based, powerful estate CRM solution combining contact management, transaction management, lead automation, real estate marketing software appointment calendar, landing pages, and more. The platform helps realtors become more efficient, allowing them to save time and perform more tasks.

Users can import and export contact data files and also segment, organize and filter contacts with custom fields. In addition, lead automation allows you to set up automated workflows and drip campaigns for customers from different sources and send personalized emails, text messages, phone calls, and embedded videos in your communication. 

Email marketing allows users to send mass emails and newsletters with pre-built templates or track Gmail conversations. It`s very convenient that you can create landing pages for individual properties and campaigns using pre-built templates. 

In this CRM users can set tasks, and goals, for a team or organization and track progress in real-time.

Transaction Management allows users to manage transactions, sales progress, and commissions with a detailed checklist of notes, documents, and so on. It's easy to do with DocuSign integration.

All important documents such as client contracts, transaction receipts, property images, and videos are in unlimited cloud storage and support multiple formats. Сustomized and detailed reports are available for download in sharable formats. 

You can manage different deadlines, activities, to-do lists, goals, and activities with calendar management and Google Calendar integration to get timely reminders.

 The Wise Agent integrates with Facebook for Business, Twitter, MailChimp, Google Chrome Extension, Cloud CMA, Easy Agent PRO, Real Geeks, Zapier, HouseHunt, and Home Junction.

Wise Agent offers 24/7 support to its users via email, phone, and chat. There are plenty of online education and training resources for real estate agents, inspectors, appraisers, and buyers.